
Focus Partners Wealth’s Vanguard Growth ETF VUG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243M | Buy |
554,038
+14,104
| +3% | +$6.18M | 0.53% | 39 |
|
2025
Q1 | $200M | Buy |
539,934
+3,555
| +0.7% | +$1.32M | 0.5% | 42 |
|
2024
Q4 | $220M | Buy |
536,379
+3,144
| +0.6% | +$1.29M | 0.57% | 34 |
|
2024
Q3 | $205M | Buy |
533,235
+364,231
| +216% | +$140M | 0.65% | 26 |
|
2024
Q2 | $63.2M | Buy |
169,004
+77,577
| +85% | +$29M | 0.21% | 109 |
|
2024
Q1 | $31.5M | Sell |
91,427
-4,461
| -5% | -$1.54M | 0.26% | 102 |
|
2023
Q4 | $29.8M | Buy |
+95,888
| New | +$29.8M | 0.39% | 65 |
|